We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
501
Intelligence Driven Advisers
California
– -$452K -16,770 Closed
AIP
502
Almanack Investment Partners
Pennsylvania
– -$382K -14,152 Closed
GCA
503
Genesee Capital Advisors
New York
– -$379K -14,062 Closed
TPA
504
Trivium Point Advisory
Connecticut
– -$366K -13,576 Closed
RWA
505
RGT Wealth Advisors
Texas
– -$297K -11,004 Closed
APW
506
Aurora Private Wealth
New Jersey
– -$293K -10,856 Closed
CFA
507
Cahill Financial Advisors
Minnesota
– -$266K -9,862 Closed
ATC
508
Argent Trust Co
Tennessee
– -$264K -9,804 Closed
RCC
509
Red Cedar Capital
Nebraska
– -$251K -9,270 Closed
BIM
510
Baldwin Investment Management
Pennsylvania
– -$229K -8,480 Closed
SNBOSD
511
Security National Bank of So Dak
Iowa
– -$223K -8,252 Closed
TLFA
512
True Link Financial Advisors
California
– -$215K -7,960 Closed
DW
513
Domani Wealth
Pennsylvania
– -$210K -7,788 Closed
JWS
514
Juncture Wealth Strategies
Arizona
– -$203K -7,522 Closed
HFA
515
Hoover Financial Advisors
Pennsylvania
– -$144K -5,332 Closed
BAM
516
Belpointe Asset Management
Nevada
– -$121K -4,488 Closed
HI
517
Human Investing
Oregon
– -$105K -3,894 Closed
PCIA
518
Prime Capital Investment Advisors
Kansas
– -$81K -2,996 Closed
CAL
519
Capital Analysts LLC
Pennsylvania
– -$75K -2,770 Closed
DWP
520
Destiny Wealth Partners
Florida
– -$41K -1,532 Closed
VFA
521
Valeo Financial Advisors
Indiana
– -$27K -996 Closed
RCM
522
Regency Capital Management
Hawaii
– -$22K -820 Closed
HI
523
Hudock Inc
Pennsylvania
– -$18K -704 Closed
EP
524
Eudaimonia Partners
Tennessee
– -$17K -638 Closed
CAC
525
Certified Advisory Corp
Florida
– -$17K -634 Closed
18 19 20
21
22